ThermoGRID

HVAC solution with lead sourcing and generation capabilities

About ThermoGRID

ThermoGRID is a web-based solution designed for HVAC companies that consolidates the full business cycle with features such as lead generation, marketing, scheduling & dispatching, inventory management, payroll, invoicing, and more. The system comes with smart dispatching, which automatically schedules sub contractors to work sites based on their role, skills, location, experience, and conflicts to generate a positive client experience. In addition, contractors can control bookings through a calendar interface that tracks leads all the way through the sales process and reports visual data with conversion rates and total bookings in a set time period.

ThermoGRID comes with GPS capabilities that can track employees' routes to service locations through the mobile app and monitors interactions with customers. The solution also provides customers with their own profile, which stores information such as previous requests, contact information, uploaded job photos, and payment information. This database allows HVAC companies to manage their employees and gauge their performance based on customer reviews and quality of service.

Devices

Business size

S M L

Markets

United States, Canada

Supported Languages

English

Images

Task management page with inventory management and cost analysis
Booking calendar with customer profiles
GPS monitoring to track employees while dispatched
Inventory cost estimating analysis
View 5 more
ThermoGRID video
ThermoGRID screenshot: Task management page with inventory management and cost analysis ThermoGRID screenshot: Booking calendar with customer profiles ThermoGRID screenshot: GPS monitoring to track employees while dispatched ThermoGRID screenshot: Inventory cost estimating analysis

Features

Total features of ThermoGRID: 50

  • Activity Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Calendar Management
  • Campaign Management
  • Client Management
  • Contact Database
  • Contract Management
  • Conversion Tracking
  • Cost Estimating
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Data Capture and Transfer
  • Data Extraction
  • Data Import
  • Digital Signature
  • Dispatch Management
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Drip Marketing
  • Electronic Signature Capture
  • Equipment Maintenance
  • Estimating
  • GPS
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Lead Generation
  • Maintenance Scheduling
  • Mobile Alerts
  • Performance Metrics
  • Performance Reports
  • Progress Reports
  • Project Estimating
  • Proposal Generation
  • QuickBooks Integration
  • Real Time Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • Scheduling
  • Skills Tracking
  • Timesheets
  • User Photos
  • Work Order Management
  • Workflow Management

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ServiceWorks

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Jobber

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Reviews

Overall rating

4,6 /5
(62)
Value for Money
4,6/5
Features
4,5/5
Ease of Use
4,4/5
Customer Support
4,7/5

Already have ThermoGRID?

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Showing 5 reviews of 62
Roy W.
Overall rating
  • Industry: Consumer Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

5 Star

Reviewed on 2020/04/08

Could not be happier with the product and even more so with the support we have received from the...

Could not be happier with the product and even more so with the support we have received from the entire ThermoGrid Team. Special props to [SENSITIVE CONTENT HIDDEN] for always being there to answer our questions with a positive attitude.

Pros

The ability to automate many of our daily tasks and customer touch points.

Cons

I really wish we had found Thermogrid sooner

Response from DXV Technology

Thank you Roy and Michelle for the positive feedback. It is our privilege to serve you and we will continue to be here to support you.

Kristen B.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome Contractor Software

Reviewed on 2020/06/30

We are able to solve all of our job costing problems. Once everything is input into the system we...

We are able to solve all of our job costing problems. Once everything is input into the system we are able to track where every penny goes. Right now that is a huge guess for our company.

Pros

My favorite part about this software is the amount of detail that we can see. This will be VERY important to our company as we grow. Also the awesome amount of support that we have from the people behind the scenes.

Cons

There is nothing really wrong with the software itself. The thing that we are struggling with the most is the amount of set up that comes with moving into this software. We picked the wrong time to switch with it being the middle of the busiest time of year...

Response from DXV Technology

Kristen, Thank you for the feedback and choosing to go with ThermoGRID. Our support team will definitely ensure you are guided in the direction to achieve the success you want for your business.

Brad V.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Lacking features, functionality and support

Reviewed on 2018/12/21

After several months, we migrated to another tool and have been relatively happy. We found the...

After several months, we migrated to another tool and have been relatively happy. We found the promises and capabilities made were not matched by the tool or company to the degree expected.

Pros

It was relate easy to port over to it. We were operating in just a few weeks.

Cons

We found the tool required doing everything in a certain t made business challenging. We needed to be able to quickly make modifications to quotes at the customer site based on what was discovered. This was difficult. We followed the recommendations and loaded a huge library or parts only to discover that made finding the ones most usd here difficult and error prone. Most frustrating was service and training. A response of “ watch a video” isn’t what anyone wants to hear.

Response from DXV Technology

This is for the TemperaturePro franchise they had a contract with us that THEY do all training and support. Each new franchisee had to pay a large amount to sign up and we had to pay the franchise the $7,000 of it.

I would imagine that you believe there is a lack of features if you were not able to be trained properly by the franchise. The price book is 100% customizable and our system can do full AHRI matchup system estimates and take payment in less than 45 seconds.

All franchisees that singed up with TemperaturePro didn¿t know HVAC. It made it hard for them to use an HVAC specific software not knowing the operations of an HVAC business as well as not getting that support from the franchise.

We are no longer in an agreement with this franchise because it did not hold up its end of the agreement. Many franchisees have gone out of business due to the lack of support and training from the franchise.

We would be happy to show you everything our system can do.

Emily P.
Overall rating
  • Industry: Consumer Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Alex G.

Reviewed on 2020/08/19

It is a great software, wish it was an app too.

It is a great software, wish it was an app too.

Pros

It is very organized and easy to use. User friendly. Able to keep track of several employees store a ton of date, easy to locate information.

Cons

That it is internet based instead of being an app by itself. It tends to lag more since it is used in a browser.

Response from DXV Technology

Thank you for the review! The mobile app is set to be public for invoicing in 2 weeks. This will resolve issues with no internet, or spotty.

Elizabeth C.
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent Program with Superior Customer Service!!

Reviewed on 2020/07/29

Our overall experience with ThermoGRID has been exceptional. The high level of customer service...

Our overall experience with ThermoGRID has been exceptional. The high level of customer service provided by ThermoGRID outshines all others. Representatives are always available and answer our questions very quickly and accurately no matter what. Unlike some organizations, we have been able to get to know the ThermoGRID team which provides us with a level of security by allowing us to talk with the same team members each time we reach out. Forget any little things the software might lack as they are constantly updating and improving based on their client feedback.

Pros

What we like most about this program is the customization options for the end user. We are able to adapt color schemes within the scheduling calendar that helps highlight certain jobs/tasks at a quick glance along with creating our own categories for job types, customer acquisition recording, and much more. Additionally we have several custom documents that we have added to the program that we are able to attach to every applicable invoice and email directly to the customer. This program also has a simple yet effective integration with QuickBooks that helps us view customer balances directly at their profile page vs having to flip back to another program just to view credits/outstanding payments.

Cons

Integrating this software with our current business processes was very simple, but there may be room for improvement for client communication options along with a simplified remote payment system. We would also like to see credit card processing integration that allows for the swiping of a card or inserting a chip largely for client peace of mind.

Response from DXV Technology

Elizabeth, Thank you so much for this review!

We appreciate your feedback and will do anything we can to make the improvements that will benefit your company even more.

Showing 5 reviews of 62 Read all reviews

ThermoGRID FAQs

Below are some frequently asked questions for ThermoGRID.

ThermoGRID offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

Please contact ThermoGRID directly for pricing details.

ThermoGRID offers the following features:

  • Billing & Invoicing
  • Contract Management
  • Customer Database
  • Dispatch Management
  • Equipment Maintenance
  • Inventory Management
  • Job Management
  • Maintenance Scheduling
  • Mobile Access
  • QuickBooks Integration
  • Routing
  • Scheduling
  • Work Order Management

ThermoGRID has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

ThermoGRID supports the following languages:

English

We do not have any information about what devices ThermoGRID supports

ThermoGRID integrates with the following applications:

QuickBooks Online, QuickBooks Online Advanced

ThermoGRID offers the following support options:

Phone Support, Online Support, Video Tutorials

Related categories

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